Micron Technology (MU)


December 2, 2022

MU: In Some Dire Straits

By Steven Fox

We take a “stab” at further reducing sales, gross margin and EPS estimates for Micron (MU; $53.64; E/W) off the latest wave of bad fundamental news, as per the company’s recent decision to cut DRAM…

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November 16, 2022

MU: More Signs of an Extended Down Cycle

By Steven Fox

This morning, Micron (MU; $60.00; E/W) announced that it is further cutting DRAM and NAND wafer starts by approximately 20% vs. FQ4 (Aug), which comes after the company previously announced plans to reduce NAND and…

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September 30, 2022

Enters the Great Inventory Unwind

By Steven Fox

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August 9, 2022

Another Bad Month

By Steven Fox

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July 12, 2022

Discloses Material DRAM Outage

By Steven Fox

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April 5, 2022

Fills CFO Role

By Steven Fox

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March 25, 2022

A Positive Set Up into Earnings

By Steven Fox

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January 10, 2022

Announces Surprising CFO Exit

By Steven Fox

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